Cresset Asset Management’s Hope Bancorp HOPE Stock Holding History

Cresset Asset Management’s Portfolio HOPE Stock Details HOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.68M	Buy	150,818 +388	+0.3%	+$4.48K	0.01%	607
2025 Q4	$1.65M	Buy	150,430 +541	+0.4%	+$5.83K	0.01%	622
2025 Q3	$1.61M	Buy	149,889 +2,712	+2%	+$29.4K	0.01%	606
2025 Q2	$1.58M	Buy	147,177 +28,231	+24%	+$285K	0.01%	561
2025 Q1	$1.25M	Buy	118,946 +246	+0.2%	+$2.76K	0.01%	693
2024 Q4	$1.46M	Buy	118,700 +977	+0.8%	+$12.7K	0.01%	648
2024 Q3	$1.48M	Buy	117,723 +4,700	+4%	+$57.5K	0.01%	967
2024 Q2	$1.21M	Buy	113,023 +5,930	+6%	+$62.5K	0.01%	969
2024 Q1	$1.23M	Sell	107,093 -19,024	-15%	-$214K	0.01%	886
2023 Q4	$1.52M	Buy	126,117 +20,265	+19%	+$201K	0.01%	699
2023 Q3	$937K	Buy	105,852 +14,701	+16%	+$140K	0.01%	884
2023 Q2	$767K	Buy	+91,151	New	+$796K	0.01%	1064
2019 Q2	–	Sell	-7	Closed	–	–	991
2019 Q1	$0	Buy	+7	New	+$98	﹤0.01%	2036

Other funds holding HOPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return